This release includes the following updates:
The following updates were made to the Search page:
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Added a Logins tab where CSRs can search by Login name. (ONBD-611)
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Added a Users tab where CSRs can search by User's name. (ONBD-593)
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Changed "Primary CIF" to "Customer CIF" in the search criteria list. (ONBD-648)
The following updates were made to improve the Policy Dashboard integration:
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Added a Customer User Role field to the Profile section of the User pane where CSRs can assign roles to Users. (ONBD-634)
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Updated the Policy Dashboard section of the User pane so that, if the User is not assigned to a role, CSRs are prompted to assign or create a role.
Note
The Policy Dashboard integration is currently in development and not recommended for production use.
(ONBD-653)
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Removed the option for CSRs to add accounts to a Customer by Account # if the FI is configured not to allow it. (ONBD-600)
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Fixed an issue where some accounts didn't display while adding accounts to a Customer. (ONBD-629)
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Fixed an issue where CSRs were unable to add new Exact/TMS customers because their FI configuration did not require issued check file formats. (ONBD-641)
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Fixd an issue where, if an account right was disabled at the Customer level, CSRs were still able to enable the right at the User level. (ONBD-603)